Adepa Partners with Fenergo to Revolutionize Investor Services

Fenergo, the leading provider of client lifecycle management (CLM), Know your Customer (KYC) and transaction monitoring (TM) solutions today announces that Adepa, a leading provider of global asset servicing solutions, has deployed its software to streamline investor onboarding and enhance compliance across Adepa’s operations, starting in Luxembourg.

Established in the 1980s and with a presence in Luxembourg, Italy, Spain, and Latin America, Adepa provides innovative and customized solutions to traditional and alternative asset managers, wealth managers and corporations worldwide. 

“Our primary goal is to improve the investor onboarding experience while ensuring compliance with increasingly stringent regulatory requirements,” said Alireza Sahraei, Global Head of Investor Services, Adepa. “By integrating Fenergo’s advanced CLM platform, we are addressing industry challenges such as outdated processes, manual KYC management, and compliance complexities.”

Adepa’s Investor Services division was established with the mission to enhance efficiency and deliver superior services to clients – a value proposition that continues to gain market recognition and client appreciation, driving strong growth in this area. Following a market evaluation, Adepa selected Fenergo for its state-of-the-art technology, including automated KYC/AML compliance and investor onboarding capabilities. Additionally, the modularity of Fenergo’s platform aligns with Adepa’s goal of offering outsourced KYC and AML services to its clients in the future.

“In today’s regulatory environment, the cost of compliance continues to rise. We recognized the need for a strategic partner like Fenergo that can help us become more efficient while maintaining the highest standards of service to our clients and investors,” Sahraei added. “Fenergo’s unrivalled expertise in both multi-jurisdictional compliance—including key markets like Spain—addressing complexity and operational efficiency made it the ideal fit for us as we continue to expand globally.” 

The partnership between Adepa and Fenergo also reflects a focus on adopting open architecture solutions that replace legacy systems. In line with its commitment to continuous improvement, Adepa is transforming and streamlining its operational processes through the implementation of Fenergo’s platform, which emphasizes digitalization and automation. 

Ruth Ormsby, Managing Director, EMEA, Fenergo, commented on the partnership, stating, “We are thrilled to collaborate with Adepa and support its long-term vision of becoming a global leader in asset servicing by streamlining investor onboarding. By leveraging Fenergo’s solutions, Adepa can enhance efficiency, reduce risk and deliver superior services to its clients globally.”

This partnership is expected to deliver significant operational efficiencies, improve scalability, and elevate the investor experience. Adepa has deployed Fenergo’s solutions in its Luxembourg headquarters, with the potential for future rollout across additional jurisdictions.